Customer Tags
Overview
Customer Tags are labels on Customers that let you find them again as a group.
Custom Tags — applied by staff in a Customer's Profile, like VIP
System Tags — the platform applies on its own from what the Customer does, like Lesson for anyone who has booked a court with a coach
Where you will see Tags
A Customer's Profile — the Customer Tags section, on the Overview tab above Account Status
The Customers list — a Tags column, and a Tags filter for narrowing the list
Customer Tags page — the full list of your Club's tags, with how many Customers hold each one (
https://[club_name].podplay.app/adminv2/companies/current/customer-tags); this is visible from the Front Desk role up
Who can do what
Front Desk
Yes
No
Manager and above
Yes
Yes
Viewer and lower roles do not reach the Customers or Customer Tags pages, so they do not work with Tags. No role can apply or edit a System Tag — see below.
Tags in a Profile
Search for the Customer and open their profile
Find the Customer Tags section
Click Add tag and pick a tag from the list
To take a tag off, click the × on the tag
Tags applied by the platform have no × and they cannot be removed. More on those below.
Tag several Customers at once
Go to Settings, then Customer Tags
Click the Tag you want to apply
Use Add a customer to this Tag to search for each Customer and add them
The same page lists everyone who currently holds the Tag, and lets you remove them one at a time. Export downloads that list as a spreadsheet.
Find Customers by Tag
Go to the Customers page
Open More Filters
Choose one or more tags under Tags
The list narrows to Customers holding those Tags, and the Tags column shows what each one holds.
System Tags
Some Tags are maintained by the platform from a Customer's activity — for example Booked, Reservation, Lesson, Guest, Has Kids, On Chat, the Replay Tags, and one Tag for each of your Event types. They are marked System on the Customer Tags page.
These tags:
Go on and come off on their own as the Customer's activity changes
Cannot be renamed, edited or applied by staff, by anyone
Are useful for filtering and for restricting events when Customer Tag Restrictions are enabled, exactly like the tags you apply yourself
Tags and Locations
A Tag is either available at all locations or limited to selected locations. The Available at column on the Customer Tags page shows which.
Staff whose role is limited to certain locations only see Selected locations, and can only create or edit Tags for the locations they cover.
A Tag limited to locations can only be held by Customers at those locations. Customers with a current Global or Angel membership count as being at every location, so they can always be tagged.
If a Tag's locations are narrowed, Customers who fall outside will lose it. Before the change is saved you will see a warning telling you how many Customers that is — for example, 12 customers outside these locations will lose this tag.
Losing a Tag this way cannot be undone by widening the locations again. The Customers have to be added back and will not automatically have the Tag added again to their Profile.
Why the same Tag name appears twice
Two tags can share a name as long as they have no location in common — one club might have a VIP Tag at the Shibuya location and a separate VIP Tag at the Shinjuku location, each with its own list of Customers.
When that happens, the Tag shows its location beside the name, like VIP · Shibuya, so you can tell them apart. A Tag whose name is unique across the club just shows the name.
What the numbers mean
On the Customer Tags page:
Customers — how many Customers hold that Tag
Percentage of customers — that TTag's share of your Customers
Both numbers follow the location filter at the top of the page. With no location chosen, they cover the whole club. Choose a location and both numbers describe that location only, so the same tag will show a smaller number.
The same applies on a tag's own page, where the count beside the tag name reads, for example, 48 customers in Shibuya.
See who changed a Tag
Each Tag has an Activity Log (Logs) tab showing when it was created, renamed, given a new description or colour, had its locations changed, or was deleted, and who did it.
Applying a tag to a Customer, or removing it, is recorded on that Customer's activity feed rather than on the Tag.
Tags that the platform applies on its own are not recorded in either place — only changes made by staff are.
Tips
Deleting a Tag removes it from every Customer who holds it, including Customers outside your current location filter. The Customers themselves are not affected.
Customers are not notified about Tags, and Tags are not shown to them anywhere in the app.
Tags can also be used to restrict who may sign up for an Event — see the Event setup documentation.
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